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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,299 | $65,703-17.4% | $94,228-42.4% | $59,633-8.9% |
| Participation rate | 97.3% | 72.1%+25.2pp | 78.8%+18.6pp | 68.7%+28.7pp |
| Annual return | -1.30% | 5.22%-6.5pp | 10.68%-12.0pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,415 | $3,143+8.7% | $4,320-20.9% | $3,192+7.0% |
| Admin fee / account holder | $9,041 | $4,264+112.0% | $6,269+44.2% | $4,297+110.4% |